Client Experience Specialist – Banking & Branch Support

PNC Financial Services Group; Wheat Ridge (CO); On-site; USD 37,000 - 62,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid time off

Employee discounts

Job summary

PNC Financial Services Group in Wheat Ridge, CO seeks a Client Experience Associate to deliver a high-quality customer experience across branches. You will educate customers on financial options, identify opportunities, and refer customers to branch staff to enhance loyalty.

The role emphasizes in-office collaboration, lobby engagement, and proactive sales through a defined process, with a strong focus on customer needs and banking product knowledge.

Qualifications

• Customer-focused approach with banking product knowledge and strong communication.
• Ability to identify opportunities during customer interactions and refer as appropriate.
• Familiarity with branch operations, sales processes, and lobby engagement.

Responsibilities

• Delivers a unique customer experience to improve financial wellbeing and loyalty.
• Educates customers on alternatives and identifies banking opportunities.
• Performs lobby engagement and leverages technology to meet customer needs.
• Applies product knowledge to solve customer problems and refers to branch staff as needed.
• Supports proactive sales conversations within a defined process.
• Maintains accurate branch operations and daily transactions.

Skills

Customer experience

Customer service

Identifying opportunities

Banking

Branch banking

Proactive sales

Leveraging technology

Accountability

Education

No Degree

Job description

PNC Financial Services Group in Wheat Ridge, CO seeks a Client Experience Associate to deliver a high-quality customer experience across branches. You will educate customers on financial options, identify opportunities, and refer customers to branch staff to enhance loyalty.

The role emphasizes in-office collaboration, lobby engagement, and proactive sales through a defined process, with a strong focus on customer needs and banking product knowledge.